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CRM Agent: Passing on Deals
Every pass, written up while it’s fresh. Inside your Outlook and CRM.
When you pass, the reason is captured in the CRM and a decline to the banker is drafted. One approval, both done.
- Outlook
- CRM
Decline drafted; you approve and send
What the video shows
- Three deals were passed in Monday’s staff meeting. An email lists each one with its reasons, drawn from the meeting notes and the CIM, and a pass email to each banker is drafted.
- The pass emails wait in Drafts.
- Each draft gives the banker the reasons, with where they came from, and offers times from your calendar to talk. Nothing is sent by the AI: you edit and press send.
- Once sent, the deal is logged in the CRM as passed, with its reasons attached.